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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

59 hedge funds and large institutions have $261M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
20
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.6M 1,109,387 +129,920 +13%
SI
2
SimpliFi Inc
California
$42.5M 932,805 -2,527 -0.3%
LPL Financial
3
LPL Financial
California
$23.4M 512,516 -117,915 -19%
TC
4
Trilogy Capital
California
$16.4M 359,651 -3,857 -1%
BFG
5
Barber Financial Group
Kansas
$13.8M 302,698 -8,135 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M 224,253 -3,325 -1%
UBS Group
7
UBS Group
Switzerland
$9.7M 212,822 -42,388 -17%
IA
8
IFP Advisors
Florida
$9.4M 196,079 +3,094 +2%
DADC
9
D.A. Davidson & Co
Montana
$9.13M 200,402 +11,683 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.86M 194,249 +21,006 +12%
WP
11
WealthShield Partners
North Carolina
$5.48M 120,175 -49,305 -29%
SOS
12
Silver Oak Securities
Tennessee
$4.79M 215,961 +36,390 +20%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.78M 105,388 -2,891 -3%
FIM
14
Freedom Investment Management
Connecticut
$4.66M 102,253 -6,719 -6%
KAS
15
Kestra Advisory Services
Texas
$3.8M 83,368 -222 -0.3%
SA
16
SAM Advisors
California
$3.51M 76,937 +76,937 New
MSFS
17
Main Street Financial Solutions
Pennsylvania
$3.44M 75,356 -343 -0.5%
Stifel Financial
18
Stifel Financial
Missouri
$3.08M 67,646 -113,234 -63%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M 59,931 -15,524 -21%
ML
20
McAdam LLC
Pennsylvania
$2.64M 57,992 +1,981 +4%
BWM
21
BlackDiamond Wealth Management
New York
$2.62M 57,921 -2,773 -5%
Jane Street
22
Jane Street
New York
$2.35M 51,540 -186,254 -78%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.17M 47,574 -6,843 -13%
ASN
24
Advisory Services Network
Georgia
$2.14M 46,990 +1,058 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.85M 40,599 +3,328 +9%